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Transaction Director - Transitions (NYC Metro)

Job ID

231196

Posted

29-Jul-2025

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Transaction Management

Location(s)

New York - New York - United States of America, New York City - New York - United States of America

About the Role:

As the Transaction Director - Transitions you will ensure the overall success of new Transaction Management account transitions, and special projects/programs supporting strategic accounts or platform initiatives for the Advisory and Transactions business segment. This client facing role is focused on delivering measurably superior outcomes for our clients.

The Transaction Director – Transitions is responsible for mobilizing new client accounts ensuring all contractual requirements are met and supporting expansion/transformation of existing accounts. You will provide strategic and governance oversight and accountability, on-going leadership, and direction for these projects by facilitating planning sessions and client meetings/workshops, solving problems, assessing risk, implementing mitigation plans, and communicating with key decision-makers.

The Transaction Director - Transitions will collaborate and integrate with large and complex multidisciplinary projects with other lines of business on the account.

What You’ll Do:

+ Lead transaction management account transitions and special projects success as the primary point of contact for Account Teams and clients in the US.

+ Set and drive transition and project objectives and performance indicators; work with account teams or Platform peers/leadership to drive timely completion of all transition or special project milestones.

+ Act as the escalation point for Account Teams. Recognize, apply and capture lessons learned throughout the process.

+ Responsible for hand-off to Account Team and assist with stabilization.

+ Participate in pursuit/solution process, showcasing depth of experience to the dedicated platform and assessing any potential roadblocks to transition delivery.

+ Serve as SME for TM delivery and account management. Support new account teams delivering the CBRE-Way. Provide guidance/orientation to new account teams.

+ Support the client pursuit process, including solution and transition strategy development and presentations as needed.

+ Lead transition planning efforts post-award prior to Kickoff, including team mobilization.

+ Support the Account Team to ensure all transition commitments are met and delivered in the agreed timeframe following the CBRE transition process.

+ Develop the transition budget, forecast any deviation, and provide required reporting.

+ Lead the Go Live strategy to ensure successful Day 1. Ensure contract obligations are met, and transition deliverables are satisfied using CBRE best practices, tools, playbooks, and processes. Manage project closeout process and operational handoff to account leadership.

+ Lead Account Peer Reviews and Account Refreshes. Formulate recommendations and implementation plans to augment delivery and improve client satisfaction.

What You’ll Need:

+ Bachelor's degree with an emphasis in Finance, Real Estate, Business Administration or related field preferred. MBA or advanced degree, a plus.

+ Real Estate License

+ Minimum 10 years of transaction management experience. Preferred background includes experience with premier, financial industry clients, portfolio strategy development and process improvement.

+ Ability to support the transaction management transition of multiple clients.

+ International/global work experience preferred.

+ Process development expertise, with proven ability to understand current-state, run gap analysis, proactively explore new ideas to increase quality, efficiency, effectiveness, obtain client and account team buy-in, and lead others through process improvements. Develop operational or governance playbooks.

+ Expert facilitation skills for meetings and workshops, both internally and externally.

+ Change Management leadership experience, able to drive improvements partnering with key stakeholder groups across client organizations and CBRE.

+ Strong project management, coaching, and consulting skills.

+ Proven ability to ensure all scope is accounted for within the transition plan; can proactively develop custom components based off client needs and can lead the development of new components into the standard plan.

+ Ability to predict possible risks and proactively develop mitigation plans with the appropriate stakeholders. Can lead teams through solutions and enable successful outcomes.

+ Previous experience operating in an ambiguous environment and in the absence of a well a defined scope. Able to improvise and create solutions customized for clients.

+ Proactive and adaptable approach, thriving in a dynamic environment, readily adjusting to changing priorities.

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Transaction Director - Transitions position is $159,000 annually or $76.45 per hour and the maximum salary for the Transaction Director - Transitions position is $250,000 annually or $120.20 per hour. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program.

**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)